Distributions Section | Scribe

    Distributions Section

    • Brokerage Engine |
    • 17 steps |
    • 2 minutes

      Edit Disbursement Settings for each entity

      1
      Navigate to Distribution section on Commission Detail Page
      2
      Any entity being paid from this transaction will appear in this section
      3
      Click here to edit how this entity is to be paid
      4
      Select if being paid at title (at the table) or from the Brokerage
      5
      If from Brokerage, select if being paid by check or EFT/ACH
      6
      Click "Save"
      7
      Click "OK"

      Generated Documents

      8
      Click here to view the agent breakdown for agent
      9
      Click here to view the Commission Disbursement Authorization (CDA)
      10
      Click here to email any of the documents from the system
      11
      Any entity with an email in system will be available as a selectable email to quickly add
      12
      Can Cc: any additional emails to receive the documents
      13
      Select which document or documents you want to attach.

      Change CDA Grouping

      14
      Click "Edit CDA GROUPING"
      15
      Select the option to combine everything into one CDA or select the option to generate a separate CDA for each agent
      16
      Click "OK"
      17
      Click "OK"